FAIRTREE INSIGHTS
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Fairtree Equity Explorer | On-the-ground insights from India and China | Episode 16
What did we learn from visiting two of the world’s most dynamic economies, India and China? Our Investment team recently travelled across both countries, meeting with company management teams and industry experts to gain first-hand insights into these rapidly evolving markets.
Fairtree Equity Explorer | Memory’s Golden Age | Episode 15
In this session, we explored how AI has transformed the memory industry into one of the most important areas in technology. We examined how Micron, SK Hynix and Samsung are navigating the current memory cycle and discussed the key trends shaping the industry.
Fairtree Equity Explorer | The SaaSpocalypse? | Episode 13
In this episode we analyze the “SaaSpocalypse” debate, examining whether AI will disrupt traditional software business models or enhance the productivity of industry incumbents.
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